Let's move forward. Together.

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Steve began his career in the financial services industry in 1981 as a pension advisor and became a financial advisor with Merrill Lynch in 1983. He brings more than 40 years of financial and wealth management experience to The Smith Group. Areas of focus include retirement and income planning, tax advantaged strategies, estate planning services - wealth structuring, transfer, and gifting.

Steve received a Division 1 scholarship to play football at Utah State and later graduated from California State University, Fullerton with a Bachelor of Arts Degree in Business Administration with an emphasis in finance. He lives in San Clemente, California with his wife. He has four sons and seven grandchildren. He enjoys beach time with family and friends, riding his bike and walking the beach trail, serving his community, and is an avid sports fan.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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• AZ
• CA
• CO
• DE
• FL
• GA
• HI
• ID
• IN
• LA
• MI
• MT
• NC
• NV
• NY
• OH
• OK
• OR
• PA
• SC
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• WI

Travis is a CERTIFIED FINANCIAL PLANNER™ professional focusing on the team’s overall strategy and implementing various wealth management strategies clients of The Smith Group. His holistic approach to integrative financial planning strives to provide clients with confidence and peace of mind. He helps clients achieve their most cherished goals throughout the phases of wealth accumulation, preservation and distribution during and after life.

Travis began his career in the commercial real estate industry as an industrial and office broker representing property owners and businesses in their real estate needs. In 2011 he joined his father Steve at Merrill Lynch and formed the Smith Group and later joined UBS in 2016. Travis received a Division 1 scholarship to play basketball at the University of San Diego and graduated with a Bachelor Of Arts Degree in Business Administration with an emphasis in real estate.

Travis currently resides in San Clemente with his wife Lena, their daughter and son, and their two English Cream Golden Retrievers. He enjoys the great outdoors and staying active, sporting events, traveling, reading, and spending time with his friends and family.   

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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• AZ
• CA
• CO
• FL
• GA
• HI
• ID
• MT
• OH
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA

Casey is a CERTIFIED FINANCIAL PLANNER™ professional who focuses on wealth management and planning, as well as overseeing the day-to-day team management and operational service for clients of The Smith Group. Casey has over 16 years of industry experience and began his career with Merrill Lynch in 2007 and began working with Steve in 2008.

With his passion for helping clients achieve financial security, Casey is committed to providing personalized solutions tailored to each client’s unique needs. He understands the importance of building long-lasting relationships with clients based on trust and communication and always strives to deliver exceptional service using a goals-based approach.

Casey graduated from California State Polytechnic University, Pomona with a Bachelor of Arts Degree in Philosophy while focusing on business ethics and law. He lives in Rancho Santa Margarita, California with his wife and daughter, Amanda and Avery, and two rescue dogs. In addition to his professional life, he enjoys playing guitar, playing soccer, reading, and spending quality time with his family.